OVF:NYE-Overlay Shares Foreign Equity ETF (USD)

ETF | Others |

Last Closing

USD 25.037

Change

-0.37 (-1.46)%

Market Cap

N/A

Volume

1.00K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-02-27 )

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JPST JPMorgan Ultra-Short Income ET..

N/A

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GBTC Grayscale Bitcoin Trust (BTC)

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AVUV Avantis® U.S. Small Cap Value..

-0.83 (-0.89%)

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CGDV Capital Group Dividend Value E..

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ETFs Containing OVF

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.77% 94% A 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.77% 93% A 83% B
Trailing 12 Months  
Capital Gain 4.63% 50% F 53% F
Dividend Return 2.80% 51% F 44% F
Total Return 7.42% 51% F 49% F
Trailing 5 Years  
Capital Gain 9.94% 42% F 47% F
Dividend Return 21.02% 72% C 63% D
Total Return 30.96% 44% F 46% F
Average Annual (5 Year Horizon)  
Capital Gain 2.22% 52% F 41% F
Dividend Return 6.05% 66% D+ 46% F
Total Return 3.84% 89% A- 72% C
Risk Return Profile  
Volatility (Standard Deviation) 14.73% 27% F 67% D+
Risk Adjusted Return 41.10% 48% F 55% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.